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Todays update has something for everyone!
Agent User Project Dashboard: Now shows a list of all lots, their status and contract information
Deposit Email: You can now decide 'when' to send the deposit instructions email
Developer Client Email Notification: A new option to email a specified user when a contract is ready for vendor execution (even if they are NOT a signatory)
Lot Data Importer: New fields added to the lot import function
Lot Selection Control: Prevent contracts being sent against lots that already have a contract out for signing
New POA Contract Workflow: A new way to handle POA instructions
Mandatory Text Input Field (OPEX Users): An input field that must populated in before a contract can be issued for signing
GST Withholding: More control over how GST Withholding is calculated
Available Stock Report: No longer showing decimal places in 'asking price'
...continue reading for all the details.
Agent User Project Dashboard
When viewing a project Agent users now see a list of all lots, their status and details of contracts (where they exist). Clicking on the value of 'exchanged date' will open a contract, clicking on the value of 'lot' will open that lot in the "Lots" screen.
The "Awaiting Signatures" dashboard is still able to be accessed via a tab at the top right.
Deposit Email
The 'automatic deposit instructions email' has been enhanced and has a new home in "Project Settings". Here you can:
Add trust account details for deposits
These changes are logged
Specify "when" you want to send the deposit email, options include
On exchange (default)
When the contract is sent to the purchaser's solicitor
When the contract is sent to the purchaser
When the contract is signed by the purchaser
Developer Client Email Notification
If you're a vendor signatory to a contract you've always received a notification when a contract is ready for you to sign. Now you can also specify that developer users who are NOT signatories to be notified when a contract is ready to be signed by the vendors.
This is especially useful for larger developer clients who have contract administartors who want to proactively told when a contract is ready for their company to sign.
Lot Data Importer
You can now import additional lot information via the "lot data importer". New fields include (depending on project type):
Lot Width
Lot Depth
Total Area
Lot Type
Allocated Sub-Lots
Lot Selection Control
Use this new option to prevent contracts being sent against lots that already have a contract out for signing.
New POA Contract Workflow
The "Power of Attorney" workflow settings now have their own section in project settings, and a new option called "Prevent the Vendor from signing and require them to instruct the Vendor Solicitor to sign under POA"... which does exactly what it says. 😉
Mandatory Text Input Field (OPEX Users)
Where this input field is in a contract it must be populated before the system will allow you to issue a contract for signing. This is especially useful where you want to force a user to add 'agent details' (for example) prior to sending a contract.
GST Withholding Calculation
Some projects have "Additional Improvements" (sometimes called "optional extras") that increase the purchase price of the property. In these cases you can now decided if you want the GST Withholding to be calcaulted on the base "purchase price" or the "purchase price including additional improvements".
